TransferDesk · for licensed insurance agents
An AI intake line answers, captures consent and the disclosures the caller's state requires, and checks the caller against a bar you set in writing before a licensed agent picks up. The AI qualifies and hands off — it never sells, quotes, or closes. We're signing founding agents now; we don't carry live call volume yet.
A final expense intake line where an AI voice answers, captures recording consent and the disclosures the caller's state requires, and qualifies the caller on age, state, existing coverage, and intent before a licensed agent is ever connected.
Learn more →An intake line for Medicare Advantage inquiries where AI captures the required consent and disclosures and qualifies the caller before a licensed agent is connected.
Learn more →An intake line for Medicare Supplement (Medigap) inquiries where AI captures consent and disclosures and qualifies the caller before connecting a licensed agent.
Learn more →An intake line for ACA / individual health inquiries where AI captures consent and disclosures and qualifies the caller before a licensed agent is connected.
Learn more →A buffer is the number of seconds a pay-per-call transfer must last before it becomes billable. It is the single setting that decides how much junk you pay for. Here's how it works.
Sticker prices for final expense live transfers vary widely, but the number that matters is cost per qualified conversation. Here's how to read the price and avoid paying for junk.
Live transfers, aged leads, and inbound calls fail in different ways. Here's the honest trade-off on cost, timing, and how much of your day each one wastes.
Seven questions that separate a straight lead vendor from one that will bury junk in a short buffer. Ask them in writing before you send a dollar.
An AI intake line answers, captures consent and disclosures, and checks a caller against a written bar before a licensed agent is connected. Here's exactly what happens on the call.
A plain-English overview of call-recording consent and insurance advertising disclosures for phone-based agents. General information, not legal advice.